Aaron Ulrich is a registered investment advisor at Corecap Advisors, based in Southfield, MI, with 14 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 9,157 clients with $3.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CoreCap Advisors manages investments for a fee ranging from 0.5% to 3.00% of the value of your portfolio annually. The fee is calculated based on the value of your account and is typically billed in advance, either monthly or quarterly. For certain accounts with sub-advisors, fees are billed monthly in arrears. If you invest in Exchange Traded Funds or mutual funds, you will also pay the fees and expenses charged by those funds.
Location
27777 Franklin Road, Suite 700, Southfield, MI, 48034
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Aaron is the owner and investment advisor representative at Integra Financial Planning, LLC, providing financial planning, insurance, and advisory services. This is a full-time commitment for Aaron.
Employment History
Current Registrations
Corecap Advisors
Previous Registrations
Foundations Investment Advisors LLC
Gradient Advisors, LLC
Ae Wealth Management, LLC
Forthright Capital Advisory
Ae Wealth Management, LLC
Pruco Securities, LLC.Broker
Prudential Financial Planning Services
United Advisors America
Portsmouth Financial ServicesBroker
Mercurio Wealth Advisors
Investment Professionals, INC.
Investment Professionals, INC.Broker
Investment Professionals, INC.
Waddell & Reed
Waddell & ReedBroker
PNC Investments
PNC InvestmentsBroker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.